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To make your tracker interactive, consider adding slicers to your pivot tables. Slicers allow you to filter your data by month or year effortlessly. Connect these slicers to all relevant pivot tables to keep your reports up-to-date and relevant as new data is added.
Simply right-click your slicer, choose report connections, and select the pivot tables you wish to filter. With this functionality, you can drill down into your data, allowing for a more nuanced analysis of your income and expenditures.
Final Touches: Dashboard and Summary
Once you've set up all tables and slicers, enhance the overall presentation of your finance tracker by creating a dashboard. This can be done by adding labels, changing font sizes, and giving your tracker a professional look.